Latest Institutional Transactions on Spdr Bloomberg Convertible Sec (CWB)
This table provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.36% |
$76 - $81.6
|
279
$23.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-10.7K- 13.32% |
$812K - $872K
|
69.6K
$5.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-122- 1.12% |
$9.27K - $9.95K
|
10.8K
$922K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-870- 11.15% |
$66.1K - $71K
|
6.93K
$591K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.63KNew |
$200K - $214K
|
2.63K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.41K- 7.07% |
$107K - $115K
|
18.5K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-186- 1.31% |
$14.1K - $15.2K
|
14.1K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
781New |
$59.3K - $63.7K
|
781
$66.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
214New |
$16.3K - $17.5K
|
214
$18.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-604- 1.03% |
$45.9K - $49.3K
|
58.2K
$4.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-149K- 5.8% |
$11.3M - $12.2M
|
2.42M
$207M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-121- 3.34% |
$9.19K - $9.87K
|
3.51K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-16- 0.21% |
$1.22K - $1.31K
|
7.65K
$652K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.15K+ 10.69% |
$87.2K - $93.6K
|
11.9K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11New |
$836 - $897
|
11
$938
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$76K - $81.6K
|
1K
$85.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.91KNew |
$525K - $563K
|
6.91K
$589K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$76 - $81.6
|
827
$70.5K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.63K- 38.78% |
$351K - $377K
|
7.3K
$623K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
628New |
$47.7K - $51.2K
|
628
$53.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32+ 1.03% |
$2.43K - $2.61K
|
3.13K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
700+ 17.11% |
$53.2K - $57.1K
|
4.79K
$409K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2KNew |
$152K - $163K
|
2K
$171K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
139+ 5.49% |
$10.6K - $11.3K
|
2.67K
$228K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-124- 2.93% |
$9.42K - $10.1K
|
4.11K
$351K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16.1K+ 106.52% |
$1.23M - $1.32M
|
31.3K
$2.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
793+ 18.29% |
$60.3K - $64.7K
|
5.13K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113+ 3.29% |
$8.59K - $9.22K
|
3.54K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
25+ 3.57% |
$1.9K - $2.04K
|
725
$61.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.15% |
$380 - $408
|
3.29K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 6.18% |
$836 - $897
|
189
$16.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-550- 12.57% |
$41.8K - $44.9K
|
3.83K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
34+ 0.3% |
$2.58K - $2.77K
|
11.2K
$954K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 1.91% |
$182K - $195K
|
123K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
264+ 1320.0% |
$20.1K - $21.5K
|
284
$24.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.83K+ 3.03% |
$595K - $638K
|
266K
$22.7M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
366+ 3.76% |
$27.8K - $29.9K
|
10.1K
$861K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.06K+ 6.86% |
$613K - $658K
|
126K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-204- 4.6% |
$15.5K - $16.6K
|
4.23K
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.15K- 48.31% |
$87K - $93.4K
|
1.23K
$104K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.41K+ 6.24% |
$411K - $441K
|
92.1K
$7.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$22.8K - $24.5K
|
300
$25.6K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-54- 0.41% |
$4.1K - $4.41K
|
13K
$1.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-26K- 35.57% |
$1.98M - $2.12M
|
47.2K
$4.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
500New |
$38K - $40.8K
|
500
$42.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-125- 61.88% |
$9.5K - $10.2K
|
77
$6.57K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7.17K- 95.58% |
$545K - $585K
|
332
$28.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.68K- 23.58% |
$128K - $137K
|
5.46K
$465K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.72K- 6.56% |
$131K - $140K
|
24.5K
$2.09M
|